Cloud Stocks Retreat as AI Financing Worries Spread: Snowflake and Cloudflare Tumble 7%, Datadog Drops 6%

Cloud software stocks are under heavy pressure as worries about AI financing spread across the sector. High-growth names that posted strong recent results are absorbing much of the selling.

24/7 Wall Street • 19 hours ago

Software Stock Pullback Signaling Bulls to Move In

Shares of Cloudflare Inc (NYSE:NET) are down 4.6% to trade at $309.35, pacing for a fourth-straight losing session amid broader tech weakness.

Schaeffers Research • Oct 15, 2026

Cloudflare (NET) Stock Slides as Market Rises: Facts to Know Before You Trade

In the most recent trading session, Cloudflare (NET) closed at $316.13, indicating a -2.53% shift from the previous trading day.

Zacks Investment Research • Oct 15, 2026

NET vs. FTNT: Which Cybersecurity Stock Should You Buy Right Now?

Fortinet outshines Cloudflare with strong SASE growth, rising service revenues and a lower valuation, while NET faces mounting gross-margin pressure.

Zacks Investment Research • Oct 14, 2026

Cloudflare Announces Date of Third Quarter 2026 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the third quarter ended September 30, 2026 after the U.S. market closes on Thursday, November 5, 2026.Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing +1 (833) 461-5787 (North America) or +1 (585) 542-9.

Business Wire • Oct 13, 2026

Cloudflare (NET) Suffers a Larger Drop Than the General Market: Key Insights

In the most recent trading session, Cloudflare (NET) closed at $350.87, indicating a -2.79% shift from the previous trading day.

Zacks Investment Research • Oct 12, 2026

Cloudflare acquires Deno to improve its Workers programming model

Cloudflare announced Friday that it's acquiring Deno, the startup behind the programming runtime of the same name.

TechCrunch • Oct 10, 2026

Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • Oct 9, 2026

Why Cloudflare Stock Rallied Nearly 14% in September

Cloudflare announced several key business developments last month. Investor sentiment has rebounded as fears of AI-related disruption fade.

The Motley Fool • Oct 8, 2026

Cloudflare Could Reach $800 Million Revenue in Q4, Analyst Says

BTIG analyst Gray Powell raised the price forecast for Cloudflare (NYSE:NET) from $382 to $413, while maintaining a Buy rating. The analyst cited stronger growth and product momentum at the company.

Benzinga • Oct 7, 2026